Turnkey Startup FinTech Software Development Company for Sale

WealthDefender brings enterprise class financial planning analytics directly to the investor's desktop, mobile device, and budget. WealthDefender is the first consumer-oriented holistic goal-based risk measurement and financial plan optimizer. The software examines your complete financial plan and market information using patent-pending models to measure risk and recommend investment and insurance alternatives that help you to better meet your goals.

Full Description:
A small but expert team of PhDs and software developers with a combined total of 35+ years of experience in finance and technology has developed and released its flagship software product on browser, iPhone and iPad. The product (see www dot wealth-defender dot com and click on About WealthDefender) provides individuals and their advisers with accurate, goal-driven measures of their financial risks and advises how to improve the financial plan through investment strategy and cash flow planning. Such powerful tools have not been available to the general public and this is a game-changing opportunity for a funded buyer to capture immense retail market share at a price point that large competitors cannot match.

For sale is the complete suite of software intellectual property rights, web domains, business plan and pipeline, trademark, and software company, including the development team’s time post-acquisition. Apps are currently on sale as freeware to build up the user base and there are therefore no revenues for the start-up until a monetization event and marketing campaign to convert the apps into paid status.

This is a unique turnkey opportunity for a buyer wishing to enter the lucrative wealth management software market or wanting to expand their existing product and service range. The software has already been developed, extensively tested, and released to market and you get started with an expert development team in place. Purchasing this company can help you to capture a share of the $7+ billion financial planning / wealth management software market and the $40 billion risk management software market in order to serve the $39 trillion in global private wealth.

Problem this idea/invention addresses:
Technologies for financial planning, especially asset allocation and cash flow planning, are only accessible to financial professionals as high costs. This product provides server-based financial modeling technologies in a mobile app format and price point accessible to investors and their financial advisers alike. And unlike other planning tools, this technology is holistic and based upon investor goals rather than meeting arbitrary investment benchmarks. Financial simulations and stress tests are highly realistic leading to accurate measures of goal risk and actionable financial plans to help investors to meet these goals. Unlike other tools, this technology includes the full suite of capital markets products and insurance products (including popular variable annuity offerings) into the financial planning and optimization process.

Auxiliary products or services for sale:
All intellectual property associated with this market-ready software is for sale - the software itself, trademarks, business plans, domain names, testing / validation certificates, and owner trade secrets.

Asking price: [CONTACT SELLER]
Available for consultation? Yes

Invention #11773
Date posted: 2012-09-22

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